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Technology Stocks : How high will Microsoft fly?
MSFT 493.80-2.7%3:59 PM EST

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To: blankmind who wrote (28002)8/8/1999 3:43:00 AM
From: John Chen  Read Replies (2) of 74651
 
blankmind:How much impact would a $150/NetPC with no OS, just
browser, has on MSFT. I know it's really not PC. But that would
take away one SELL per those who just 'browse' or 'online shopping'
or 'online trading' and turn the computer off. Example: my wife.

We have 2 PCs and looking at 3rd or 4th. An appliance like $150
would make sense.

I have small holding on MSFT, not expecting this STOCK performs
as in the past, a steady 15-30%/year would be OK.

A big back breaking trend is all I care to avoid. Or that segment
is not a big dent for MSFT.

Also, a lot of company meeting and business are using PC and
internet combination. PC for preparing stuff, and internet to
pull things together. Is that the reason INTC is bucking the
trend lately.
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